EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
33
602
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+160
603
$3K ﹤0.01%
429
-381
604
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63
605
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29
606
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22
607
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70
608
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609
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48
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610
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611
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30
-45
612
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60
613
$3K ﹤0.01%
1,200
614
$3K ﹤0.01%
48
615
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78
616
$3K ﹤0.01%
65
617
$3K ﹤0.01%
11
618
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126
-190
619
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54
620
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213
-325
621
$3K ﹤0.01%
60
-91
622
$3K ﹤0.01%
+8
623
$3K ﹤0.01%
56
624
$3K ﹤0.01%
114
-206
625
$3K ﹤0.01%
36
23 24
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